Strategies — the builder

A strategy is the rule by which the bot opens a trade: on which indicator event to enter and what must confirm it. This article explains how to build a strategy, check it on the preview, run it and share it. How to turn on the indicators themselves is described in the article about the "Indicators" window. How to connect a language model to a strategy — in the article about the "AI" window.

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What a strategy is made of#

• Entry — one indicator event that names the side of the trade: up (CALL) or down (PUT). For example, "the line crossed zero from below".
• Confirmations — any number of events that must be true on the same candle. Confirmations only filter entries out: each new one lets fewer trades through than without it. A strategy of one entry without confirmations works too.
• Indicator snapshot — which indicators were in place and with which settings when the strategy was created.

One strategy runs at a time.

The snapshot: why a strategy does not follow the chart#

When you create a strategy, the bot remembers the indicators and their settings once. After that the strategy calculates only with them. You can change an indicator's settings on the chart or remove it completely — a running strategy will not notice.

This is intentional. The chart is a working surface, people adjust it all the time. A strategy that silently changes after it would trade by different rules today than yesterday, and there would be nothing to explain yesterday's trades with.

That is why the rules window has no indicator settings. The numbers are visible only in the name, for example "MACD (12/26/9)", to tell one indicator from another. Need a different set — create a new strategy.

The snapshot includes:

• the platform's indicators that are on the chart;
• our indicators with the "Use" checkbox ticked in the "Indicators" window;
• candlestick patterns — always;
• your own patterns from the "My patterns" window, if you have any.

The "Strategies" window#

The "Strategies" item in the bot's top bar. At the top there is a field for the name and the "Add" button, below — your strategies as tiles.

On the left of a tile there are three buttons:

Button	What it does
Triangle	Run the strategy. On a running one it is highlighted, and "running" is written next to the name; pressing it stops the strategy.
Pencil	Open the "Strategy rules" window.
Square of cells	Lay out the strategy's indicators on the chart. See below.

In the middle — the name, the indicators and the time of the last edit. On the right — "Share strategy" and a cross in a circle: delete.

The window also has the "Event reference" button — all events of all indicators with a description and an example on the chart — and "By code": add a strategy someone shared with you.

How to build a strategy#

1. Put the indicators you want to trade by on the chart. Ours — with the "Use" checkbox in the "Indicators" window.
2. Open "Strategies".
3. Type a name in the "Strategy name" field.
4. Press "Add". The bot tells you how many indicators it took and opens the "Strategy rules" window.
5. In the "Entry (trigger)" section press the "Event" field and choose the entry event.
6. If needed, add confirmations in the "Confirmations (filters)" section.
7. Look at the preview at the bottom of the window.
8. Press "Save" or "Save and apply" — the second one runs the strategy right away.

If the bot says some indicators are not supported, you can keep them on the chart, but you cannot build rules on them.

The "Strategy rules" window#

At the top there are two lines that do not scroll:

• frequency — how often the strategy fires on the preview: "Fires often", "Normal frequency" or "Fires rarely";
• timeframe and trade time — "Calculated on the … timeframe". They are shared by all strategies and are changed with the "change" link: it leads to "Settings → Trading → Bot settings".

Below, in order: the name, links to the event reference and to "My patterns", the entry, confirmations, model participation and the preview.

Entry#

The "Entry (trigger)" section has two fields: "Indicator" and "Event". Press either — the event chooser opens.

Under the chosen event a card appears: "Wait: …" — what must happen on the chart, and in which direction the trade opens.

The "invert the direction" checkbox swaps the side: where the event says CALL, the bot opens PUT, and the other way round.

The event chooser#

Three columns:

1. the snapshot's indicators;
2. the chosen indicator's events, with search;
3. the event card: what to wait for, which way to enter and an example on the chart.

Events are sorted into groups:

• "★ Main signals" — people usually start with these;
• "★ Main confirmations — hold for many candles in a row";
• "Market filters — no direction, confirmations only" — for example, "the trend is strong". They do not say which way to enter, so they cannot be an entry;
• "More" — variants and narrow cases of the main events.

An event is one of two kinds:

• one-off — fires on one candle, where the condition occurred;
• state — true for many candles in a row while the condition holds.

Press an event to see its card, then "Choose". A double click chooses right away.

Confirmations#

Each indicator of the snapshot has its own "+ add a confirmation…" line. Choose an event — and a line for the next one appears below. You can take several confirmations from one indicator. The cross on a line removes the confirmation.

Each confirmation has its own "invert" checkbox.

A confirmation must be true on the same candle as the entry. That is why a one-off event rarely confirms: it has to fire on the same candle as the entry. States are used for confirmations more often.

Some events in the confirmation list are marked:

• "incompatible" — on the preview it did not let a single entry through;
• "rare" — it lets very few entries through.

Preview#

At the bottom of the window the strategy is run over candles. This is the model series: artificial candles, the same for all strategies. It is there to compare rule variants with each other. On real quotes the frequency will be different.

On the preview:

• dotted line — the candle at whose close the entry fired;
• arrow — the candle where the trade would open: the next one after the signal;
• hollow mark — there was a signal, but a confirmation did not let it through.

The mouse wheel zooms the picture, dragging moves it. A click opens the preview large.

Under the chart there is a table of confirmations: how many signals each one "Cuts off" and how many entries "Removing it brings back". If a confirmation cuts off everything, the rule never fires.

How to run and stop it#

Press the triangle on the tile or "Save and apply" in the rules window. "running" appears next to the name.

A running strategy marks its decisions on the chart with a dotted line, but opens trades only when the trading lock is removed and "Start" is pressed in the top bar. While the lock is closed, you can safely look at where the bot would have entered.

By default the lock is removed and trading is started: the strategy begins opening trades right after it is run. To look first without trading, untick "Allow trading (lock)" in "Settings" → "General" before running it.

If another strategy is already running, the bot asks whether to stop it and run the new one.

To stop, press the triangle of the running strategy again. No new trades open on it. Trades already open settle as usual.

Lay out the indicators on the chart#

The strategy's snapshot may differ from what is on the chart now. The "Lay out the strategy's indicators on the chart" button puts back on the chart exactly the set the strategy calculates with.

Before that, the bot shows what is on the chart now, what will be added and which of our indicators will be turned on. Buttons:

• "Clear and lay out" — only the strategy's indicators stay on the chart;
• "Add without clearing" — the strategy's indicators go on top of yours. Indicators of the same type end up on the chart twice;
• "Cancel".

Our indicators get the settings from the strategy.

The button works for any strategy, not only the running one: this way you can look at the chart through the strategy's eyes before running it.

Share a strategy#

Sharing strategies works after signing in to your 7tra.de account.

Give. Press "Share strategy" on the tile. The bot shows a code of eight letters and digits and a "Copy" button. With the code, another bot adds a copy: rules, indicators and patterns. Your trades, statistics and keys are not passed on. Edited the strategy — press "Share" again, and you get a new code. Old codes are deleted in the dashboard on the site, the "Strategies" section.

Receive. Press "By code" in the "Strategies" window, enter the code and press "Add". The strategy appears in the list as your copy. To put its indicators on the chart, press "Lay out the strategy's indicators on the chart" on its tile.

What a strategy does not do#

• It does not know the future. The rule says when to enter, but does not promise the trade will win.
• It does not follow the chart. New indicator settings do not affect a running strategy.
• It does not trade while the lock is closed. There will be a dotted line on the chart, but no trades.
• It does not open more trades than allowed. While the previous trade on the asset has not expired, the next entry is skipped.

Frequently asked questions#

The strategy is running, but there are no trades. Check the "Allow trading" lock and "Start" in the top bar. Press the bot's status circle — the window names the reason.

I changed an indicator's settings, but the strategy calculates the old way. That is intended: the strategy calculates with its snapshot. Create a new strategy with the settings you need.

The indicator I need is not in the list. It was not on the chart, or our indicator did not have the "Use" checkbox ticked, when the strategy was created. Put the indicator in place and create the strategy again.

The event is in the list, but cannot be chosen as an entry. It has no direction: it answers "yes" or "no" about the market. Use it as a confirmation.

The preview is empty. The rule never fired. Remove a confirmation or take a more frequent entry event.

What's next#

• The "Indicators" window — how to turn on an indicator for strategies.
• Candlestick patterns — ready-made patterns and your own.
• The "AI" window — how a language model checks the strategy's decisions.